(A client sends this in and with his permission I am sharing it here) I...
Results for "social security"
I Did It! I Quit My Crappy, Old Job!
I did it!!! I gave my COJ my 2 week notice that I will be retiring and it’s...
I CAN’T AFFORD TO RETIRE: A Letter to Federal Law Enforcement (Part 1)
Chris Barfield, CPA Financial Investigator, U.S. Marshals I hear this refrain...
The Best Financial Planning Spreadsheets…Ever!
At Least 10 Times a Week... ...I receive emails asking to provide access to my...
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Privacy Policy Welcome to heritagewealthplanning.com (the “Site”).We...
Mark J
This is a must read if you have an IRA. Highly recommended! I spent years...
Meet Josh
Josh Scandlen is a CERTIFIED FINANCIAL PLANNER Practitioner and holds a...